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Horizon Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Horizon Investments’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.47K Sell
52
-52
-50% -$6.27K ﹤0.01% 1224
2026
Q1 		$11.6K Buy
104
+52
+100% +$6.12K ﹤0.01% 1192
2025
Q4 		$5.92K Hold
52
– – ﹤0.01% 1185
2025
Q3 		$5.92K Hold
52
– – ﹤0.01% 1058
2025
Q2 		$5.82K Hold
52
– – ﹤0.01% 1001
2025
Q1 		$5.2K Hold
52
– – ﹤0.01% 680
2024
Q4 		$5.04K Buy
+52
New +$5.28K ﹤0.01% 686

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Horizon Investments's EFG Position: Q2 2026 in Review

Horizon Investments reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 50% in Q2 2026, selling an estimated $6.27K and leaving 52 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Horizon Investments first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q1 2026. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Horizon Investments held 52 shares of iShares MSCI EAFE Growth ETF worth $6.47K as of Q2 2026.
  • Horizon Investments sold 52 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.27K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1224 holding.
  • Horizon Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Horizon Investments's iShares MSCI EAFE Growth ETF position peaked at $11.6K in Q1 2026.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.